Job Summary

• The Associate Private Client Advisor partners with Private Client Advisors to provide investment solutions and financial wellness planning for the Mass Affluent client base.
• This role requires active participation in branch operations, including in-person client services, team huddles, and leveraging referral opportunities from both new and existing bank clients.
• Compensation includes a base salary of $80,168.00 annually plus eligibility for commission, short-term incentive compensation, and deferred incentive compensation.

Matching Summary

Salary

Base: $80,168.00 annually; Bonus/Equity: Eligible for commission and short-term/deferred incentive compensation; Benefits: Comprehensive benefits package eligible

Skills & Requirements

Key Requirements

• FINRA SIE License required upon hire
• FINRA S7 License required upon hire
• FINRA S66 or S63 and S65 License required upon hire
• Resident State Insurance Licenses (Life, Variable, Accident/Health) required upon hire
• High School Diploma required; Bachelor's Degree preferred
• Experience in financial services field preferred

Work Rights